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ShoreHaven Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1844922 · latest 13F-HR filed 2026-07-14

Backtest portfolio

ShoreHaven Wealth Partners, LLC manages $317.9M in 13F-reported U.S. long-equity assets across 106 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVW (16.15%), AVLV (10.68%), DYNF (6.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 8, added to 47, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
188 EAST BERGEN PLACE
SUITE 202
RED BANK, NJ 07701
Phone
(732) 447-9301
Filing Manager
ShoreHaven Wealth Partners, LLC
Red Bank, NJ
Signatory
Sheryl Iannuzzelli
Chief Compliance Officer
Loading holdings…
AUM

$317.9M

Long-equity book

Holdings

106

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+11 / −8 / ↑47 / ↓16

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$16.8M +48.6%
  • BLACKROCK ETF TRUST$5.8M +39.1%
  • AMERICAN CENTY ETF TR$5.8M +20.4%
  • ISHARES TR$3.7M +144.4%
  • BLACKROCK ETF TRUST$2.7M +32.9%
Show all 47 →

Top Trims

  • ISHARES TR-$6.9M -75.8%
  • ISHARES TR-$5.2M -72.1%
  • ISHARES TR-$1.9M -31.9%
  • ISHARES TR-$1.3M -60.2%
  • BLACKROCK ETF TRUST-$1.1M -14.4%
Show all 16 →

New Positions

  • BLACKROCK ETF TRUST$6.3M
  • BLACKROCK ETF TRUST II$2.8M
  • BLACKROCK ETF TRUST II$842.1K
  • NASDAQ INC$431.9K
  • BLACKROCK ETF TRUST II$312.0K
Show all 11 →

Exited Positions

  • ISHARES TR$2.3M
  • ISHARES TR$1.8M
  • FIDELITY WISE ORIGIN BITCOIN$1.3M
  • FIRST TR EXCHANGE-TRADED FD$1.0M
  • ISHARES TR$650.8K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVW 464287309 $51.3M 16.15% 373,246 SH
2 AMERICAN CENTY ETF TR AVLV 025072349 $34.0M 10.68% 372,316 SH
3 BLACKROCK ETF TRUST DYNF 09290C103 $20.5M 6.45% 301,711 SH
4 BLACKROCK ETF TRUST CORO 09290C764 $11.7M 3.67% 318,708 SH
5 BLACKROCK ETF TRUST BAI 09290C780 $11.0M 3.46% 208,852 SH
6 AMERICAN CENTY ETF TR AVEM 025072604 $9.8M 3.09% 101,935 SH
7 WISDOMTREE TR DNL 97717W844 $8.1M 2.56% 176,021 SH
8 APPLE INC AAPL 037833100 $7.4M 2.33% 25,650 SH
9 ISHARES TR IWL 464289446 $7.2M 2.28% 39,152 SH
10 SPDR SERIES TRUST VLU 78464A128 $6.9M 2.18% 29,028 SH
11 BLACKROCK ETF TRUST THRO 09290C806 $6.8M 2.14% 157,950 SH
12 BLACKROCK ETF TRUST IALT 09290C665 $6.3M 1.99% 225,653 SH
13 ISHARES TR GOVT 46429B267 $6.2M 1.95% 271,524 SH
14 ISHARES TR MTUM 46432F396 $5.8M 1.83% 17,004 SH
15 ISHARES TR LRGF 46434V282 $5.7M 1.78% 74,892 SH
16 ISHARES TR IVLU 46435G409 $5.4M 1.70% 129,310 SH
17 BLACKROCK ETF TRUST BLCR 09290C855 $5.4M 1.69% 106,637 SH
18 GLOBAL X FDS SHLD 37960A529 $5.1M 1.62% 86,155 SH
19 BNY MELLON ETF TRUST BKHY 09661T800 $4.8M 1.51% 101,068 SH
20 ISHARES TR ITOT 464287150 $4.3M 1.34% 25,982 SH
21 ISHARES TR EFV 464288877 $4.1M 1.29% 53,441 SH
22 BLACKROCK ETF TRUST II BINC 092528603 $4.1M 1.28% 77,534 SH
23 ISHARES TR OEF 464287101 $4.0M 1.25% 10,864 SH
24 GRAYSCALE BITCOIN MINI TR ET BTC 389930207 $3.8M 1.19% 145,908 SH
25 ISHARES TR EFG 464288885 $3.7M 1.17% 29,862 SH
26 BLACKROCK ETF TRUST II GGOV 092528835 $2.8M 0.88% 55,439 SH
27 ISHARES GOLD TR IAU 464285204 $2.7M 0.84% 35,180 SH
28 JANUS DETROIT STR TR JAAA 47103U845 $2.6M 0.83% 52,343 SH
29 INVESCO EXCH TRADED FD TR II PZA 46138E537 $2.6M 0.82% 110,405 SH
30 FRANKLIN TEMPLETON ETF TR FLMI 35473P868 $2.6M 0.81% 101,728 SH
31 VERTIV HOLDINGS CO VRT 92537N108 $2.4M 0.76% 7,198 SH
32 ISHARES TR MBB 464288588 $2.3M 0.73% 24,455 SH
33 ISHARES TR TLT 464287432 $2.2M 0.69% 25,346 SH
34 ISHARES TR IEV 464287861 $2.2M 0.68% 29,732 SH
35 BLACKROCK ETF TRUST BALI 09290C863 $2.1M 0.67% 62,796 SH
36 ISHARES TR QUAL 46432F339 $2.0M 0.64% 9,268 SH
37 ISHARES TR IEF 464287440 $1.7M 0.54% 18,052 SH
38 WISDOMTREE TR DTH 97717W802 $1.7M 0.52% 30,664 SH
39 SPDR SERIES TRUST TFI 78468R721 $1.7M 0.52% 36,217 SH
40 ISHARES INC EMXC 46434G764 $1.6M 0.51% 15,984 SH
41 ISHARES TR DGRO 46434V621 $1.6M 0.51% 21,418 SH
42 FIRST TR EXCH TRADED FD III FMHI 33739P301 $1.6M 0.51% 33,442 SH
43 ALPHABET INC GOOGL 02079K305 $1.6M 0.51% 4,516 SH
44 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $1.6M 0.50% 26,123 SH
45 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.6M 0.49% 3,140 SH
46 ISHARES TR USMV 46429B697 $1.3M 0.41% 13,412 SH
47 SPDR INDEX SHS FDS SPEM 78463X509 $1.2M 0.39% 23,952 SH
48 ISHARES TR IGEB 46435G219 $1.2M 0.39% 27,411 SH
49 SPDR SERIES TRUST XAR 78464A631 $1.2M 0.39% 4,332 SH
50 NVIDIA CORPORATION NVDA 67066G104 $1.2M 0.36% 5,772 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $317.9M 106 0001172661-26-002613
2026-03-31 2026-05-14 $278.4M 103 0001172661-26-001824
2025-12-31 2026-02-10 $278.4M 104 0001172661-26-000597
2025-09-30 2025-10-23 $270.6M 102 0001172661-25-004401